A complete list of active advisors currently associated with Bainbridge Investment Advisors LLC

Warmer can help you find a great advisor at Bainbridge Investment Advisors LLC or one who fits your needs even better.

Bainbridge Investment Advisors LLC provides discretionary portfolio management and investment consulting primarily to individuals and trusts, serving both high‑net‑worth and non‑HNW households. The firm manages a relatively small client base and oversees approximately $34 million in client assets, typically implementing domestic large‑cap equity portfolios benchmarked to the S&P 500. The firm emphasizes a balance‑sheet‑focused, value‑oriented approach, seeking well‑capitalized, liquid companies with relatively low price‑earnings multiples and supplementing equity exposure with strategies such as an Inflation Fund, closed‑end fund and income‑focused strategies. Portfolios are managed on a discretionary basis with semi‑annual reviews, accommodation of client‑imposed restrictions, and a small portion of assets managed in a more aggressive, hedged manner (under 6% of AUM). A noteworthy distinction is the firm’s use of leverage in certain strategies—specifically closed‑end municipal funds that employ leverage and the firm’s willingness to use borrowing within managed accounts—which is uncommon among peers. The firm’s principal also maintains a registered‑representative role at a broker‑dealer and the firm recommends custodians that provide administrative and support services, a relationship the brochure discloses as a potential conflict of interest.

To learn more about the advisors currently working at Bainbridge Investment Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.